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Three sure-shot CX strategies for Field service operations which nobody will tell you.

Home > Three sure-shot CX strategies for Field service operations which nobody will tell you.

Studying the Customer Experience feedback for companies that utilize a field service delivery model reveals some interesting insights. The most interesting of which is the importance of the field executive. The impact of their performance comes not only from their technical ability to perform the install or repair task, but also their ability to interact with clients. When you consider that your field executive may be the only face-to-face contact that your customers have with an employee of your company you can understand why their customer experience (CX) skills have such an impact on the overall CX.

1: You only get one chance to make a great (in-person) first impression; nail it!

The customer has already dealt with a sales person, and they’ve worked with someone to schedule installation, but when the executive arrives at their home or business the interaction is much more crucial than we expected: while the installation is taking place, the executive becomes the face of your company. How did they present themselves? Are they respectful of our home or workplace? Did they answer our questions? The experience your customer has with their executive can mold their opinion about your company, and these opinions tend to stick.

Recommendation- Impress upon your field service team that they are the crucial final link in a delivery chain and that their work in the field significantly impacts how customers rate the overall experience (and be sure to keep this in mind when hiring new employees).

2: Show up on time and with the equipment needed to do the work.

These sound obvious, but even our most CX-oriented clients struggle in these areas. As the executive (literally) has boots on the ground, they are responsible for managing the customer’s expectations if they are late, if they don’t have the equipment the customer requested, or if circumstances unique to the customer’s home/business makes install more difficult than expected. The amount of difficulty or “effort” the customer experiences during the installation process ties directly to their likelihood to recommend your company; i.e. your company’s Net Promoter Score. A seamless process is more likely to generate Promoters and any problems experienced during the process has a substantial negative effect on their likelihood to recommend your company. All the good sentiment built by marketing, a smooth sales process, and anticipation of a great new service can be destroyed by a disappointing or effortful install process.

3: Don’t make promises you can’t keep.

Survey data shows that a key breakdown in communication occurs between field services and other departments. Customers will ask the field executive for more information about the product or service; when field service team members say that “they will have someone contact you,” and then the call does not occur, this breakdown in communication creates a very negative customer sentiment.

It is not field executive job to pass messages to other departments but in the customer’ mind everyone works for the same company.  A communication breakdown creates a frustrated end-user.

Recommendation- Improve inter-departmental communication capabilities so the Field executives can direct requests to the right departments like billing, sales and customer service. 

Because interaction between the executive and the customer has such a large impact on NPS and customer experience, it is essential for field service companies to monitor and to measure these interactions. You probably aren’t surprised to hear that we think a Customer Experience Management solution is the best way to accomplish this; customers answering short surveys provides a critical feedback loop to see where your team can improve and to recognize where your process works well and your employees are already doing great work.

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